Pitney BowesPBI
13F holders, Q3 2024 (September 30)276holders +40
56new positions
17sold out
8famous investors
$7.13avg. 13F price*
At the end of Q3 2024, 276 institutions reported holding Pitney Bowes Inc. (PBI) in their 13F filings, up 40 from Q2 2024. 56 opened new positions and 17 sold out. The largest holders were Vanguard Group Inc. ($141.6M), BlackRock, Inc. ($124.2M) and State Street Corp. ($45.0M). 8 famous investors held it, including Bill Miller (0.1% of Miller Value Partners's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Pitney Bowes Inc.
- CUSIP
- 724479100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $27.0M |
| Exits | 17 | $5.4M |
All 13F filers, Q2 2024 → Q3 2024: 15,046,180 shares bought and 8,391,965 shares sold, net +6,654,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Vanguard Group Inc. | 0.00% | Add +7.8% | 19,862,796 | $141.6M |
| BlackRock, Inc. | 0.00% | — | 17,422,582 | $124.2M |
| State Street Corp. | 0.00% | Reduce -1.1% | 6,309,514 | $45.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.7% | 3,960,284 | $28.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 3,628,672 | $25.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -18.6% | 2,871,275 | $20.5M |
| Permit Capital, LLC | 6.29% | No change | 2,869,707 | $20.5M |
| Lone Peak Global Investors LLC | 3.88% | Reduce -25.4% | 2,734,111 | $19.5M |
| Capital Management Corp. | 3.45% | Reduce -34.6% | 2,721,508 | $19.4M |
| Northern Trust Corp. | 0.00% | Reduce -18.6% | 2,603,031 | $18.6M |
| Morgan Stanley | 0.00% | Add +29.7% | 2,464,188 | $17.6M |
| Invesco Ltd. | 0.00% | Add +16.8% | 2,144,584 | $15.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.8% | 1,951,162 | $13.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -13.8% | 1,402,750 | $10.0M |
| Assenagon Asset Management S.A. | 0.02% | Add +2894.2% | 1,228,562 | $8.8M |
| Group One Trading LLC | 0.29% | Add +234.7% | 1,027,156 | $7.3M |
| Cubist Systematic Strategies, LLC | 0.11% | Add +136.7% | 1,013,637 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +182.4% | 967,384 | $6.9M |
| Renaissance Technologies | 0.01% | Add +85.8% | 965,271 | $6.9M |
| Bank of America Corp. | 0.00% | Add +229.4% | 812,033 | $5.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -11.5% | 797,943 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +191.6% | 765,994 | $5.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.2% | 737,715 | $5.3M |
| HSBC Holdings PLC | 0.00% | Reduce -10.5% | 686,779 | $4.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +31281.0% | 659,000 | $4.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -3.8% | 646,798 | $4.6M |
| Millennium Management | 0.00% | Add +29.3% | 625,205 | $4.5M |
| Westside Investment Management, Inc. | 0.95% | Reduce -0.8% | 622,839 | $4.4M |
| Jane Street Group, LLC | 0.01% | Reduce -15.7% | 515,669 | $3.7M |
| Gifford Fong Associates | 0.91% | No change | 511,059 | $3.6M |
| Prudential Financial Inc. | 0.01% | Add +190.0% | 499,121 | $3.6M |
| Kornitzer Capital Management Inc. | 0.07% | Reduce -18.3% | 495,760 | $3.5M |
| PEAK6 Investments LLC | 0.17% | New | 486,624 | $3.5M |
| Rhumbline Advisers | 0.00% | Reduce -4.5% | 485,265 | $3.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 482,731 | $3.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.1% | 444,111 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.2% | 439,725 | $3.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -57.8% | 400,697 | $2.9M |
| Parallax Volatility Advisers, L.P. | 0.09% | Add +0.0% | 399,986 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.0% | 385,582 | $2.7M |
| GAMCO Investors | 0.03% | Reduce -25.2% | 385,500 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.5% | 370,422 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Add +382.4% | 359,719 | $2.6M |
| Algert Global LLC | 0.07% | Add +76.9% | 344,829 | $2.5M |
| Public Sector Pension Investment Board | 0.01% | Reduce -3.2% | 331,325 | $2.4M |
| Norges Bank | 0.00% | No change | 331,000 | $2.4M |
| FMR LLC | 0.00% | Add +3308.1% | 320,152 | $2.3M |
| Swiss National Bank | 0.00% | Add +0.6% | 314,200 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +42.5% | 301,830 | $2.2M |
| Advisory Research Inc. | 0.36% | Add +23.8% | 288,000 | $2.1M |
| Barclays PLC | 0.00% | Add +298.5% | 277,469 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -17.4% | 276,928 | $2.0M |
| Systematic Alpha Investments, LLC | 0.07% | No change | 275,000 | $2.0M |
| Diametric Capital, LP | 0.95% | Add +2277.1% | 268,068 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Add +5.9% | 257,279 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.6% | 226,694 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.3% | 223,123 | $1.6M |
| Citigroup Inc. | 0.00% | Add +80.3% | 214,344 | $1.5M |
| Caxton Associates LP | 0.07% | New | 214,105 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +31.3% | 209,169 | $1.5M |
| Contrarian Capital Management, L.L.C. | 0.45% | Add +2.5% | 209,000 | $1.5M |
| Walleye Trading LLC | 0.04% | Add +11314.4% | 208,199 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -61.3% | 203,300 | $1.4M |
| UBS Group AG | 0.00% | Add +118.1% | 201,203 | $1.4M |
| LPL Financial LLC | 0.00% | Add +326.6% | 198,880 | $1.4M |
| Wedge Capital Management L L P | 0.02% | New | 197,051 | $1.4M |
| Nebula Research & Development LLC | 0.17% | Add +18.3% | 196,972 | $1.4M |
| Los Angeles Capital Management LLC | 0.01% | New | 195,598 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -13.2% | 191,941 | $1.4M |
| PARK CIRCLE Co | 1.18% | Add +48.0% | 185,000 | $1.3M |
| Counterpoint Mutual Funds LLC | 0.25% | Add +345.6% | 182,411 | $1.3M |
| GTS Securities LLC | 0.03% | New | 181,719 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | New | 176,251 | $1.3M |
| Wealth Effects LLC | 0.43% | Reduce -1.1% | 171,508 | $1.2M |
| Engineers Gate Manager LP | 0.02% | Add +407.8% | 167,074 | $1.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 152,179 | $1.1M |
| Capula Management Ltd | 0.01% | New | 149,651 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -79.6% | 144,390 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -7.5% | 144,230 | $1.0M |
| Alps Advisors Inc. | 0.01% | New | 140,527 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 139,410 | $994K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -62.6% | 137,408 | $980K |
| Verition Fund Management LLC | 0.01% | Add +126.6% | 135,531 | $966K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.1% | 122,641 | $874K |
| Quinn Opportunity Partners LLC | 0.08% | No change | 118,060 | $842K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -28.6% | 115,876 | $826K |
| Comerica Bank | 0.00% | Add +99.5% | 114,352 | $815K |
| Allianz Asset Management GmbH | 0.00% | New | 114,000 | $813K |
| Petrus Trust Company, LTA | 0.08% | Add +224.0% | 109,921 | $784K |
| Wells Fargo & Company | 0.00% | Add +22.4% | 108,051 | $770K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 107,308 | $765K |
| Franklin Resources Inc. | 0.00% | Add +593.2% | 106,633 | $751K |
| Corsair Capital Management, L.P. | 0.17% | Add +26.3% | 100,328 | $715K |
| Federated Hermes, Inc. | 0.00% | Add +25.3% | 99,486 | $709K |
| Deutsche Bank AG | 0.00% | Add +30.3% | 98,171 | $700K |
| Prelude Capital Management, LLC | 0.05% | New | 97,624 | $696K |
| Cruiser Capital Advisors, LLC | 0.54% | Add +12.2% | 92,306 | $658K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.0% | 92,000 | $656K |
| Sanctuary Advisors, LLC | 0.00% | New | 79,848 | $643K |
| Gsa Capital Partners LLP | 0.05% | Add +94.8% | 89,352 | $637K |
| Pekin Hardy Strauss, Inc. | 0.08% | New | 89,250 | $636K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 89,122 | $635K |
| Intech Investment Management LLC | 0.01% | Add +39.2% | 88,639 | $632K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 88,371 | $630K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 88,000 | $627K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.1% | 86,831 | $619K |
| Sigma Planning Corp | 0.02% | Reduce -1.2% | 86,493 | $617K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +13.1% | 85,663 | $611K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +33.6% | 84,893 | $605K |
| Supplemental Annuity Collective Trust of NJ | 0.17% | No change | 80,000 | $570K |
| XTX Topco Ltd | 0.04% | Add +210.1% | 77,836 | $555K |
| Janus Henderson Group PLC | 0.00% | No change | 76,432 | $545K |
| Silver Lake Advisory, LLC | 0.12% | Add +0.8% | 76,112 | $543K |
| ExodusPoint Capital Management, LP | 0.01% | New | 75,815 | $541K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.6% | 75,500 | $538K |
| Redmont Wealth Advisors LLC | 0.81% | New | 72,758 | $519K |
| American Assets Inc. | 0.17% | New | 72,000 | $513K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 71,667 | $511K |
| State of Tennessee, Department of Treasury | 0.00% | Add +57.3% | 69,580 | $496K |
| TSP Capital Management Group, LLC | 0.15% | No change | 69,200 | $493K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.2% | 66,704 | $476K |
| State of Wyoming | 0.07% | Add +146.8% | 66,747 | $476K |
| Graham Capital Management, L.P. | 0.03% | New | 66,677 | $475K |
| WINTON GROUP Ltd | 0.03% | New | 63,468 | $453K |
| IMC-Chicago, LLC | 0.01% | New | 63,077 | $450K |
| Citadel Advisors | 0.00% | Add +52.8% | 61,230 | $437K |
| Yousif Capital Management, LLC | 0.00% | Reduce -3.2% | 60,981 | $435K |
| Equitable Trust Co. | 0.03% | Reduce -36.4% | 60,596 | $432K |
| Man Group plc | 0.00% | New | 57,448 | $410K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 54,390 | $388K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -2.8% | 52,738 | $376K |
| Ironwood Investment Management LLC | 0.18% | No change | 52,590 | $375K |
| STRS Ohio | 0.00% | Reduce -5.3% | 51,600 | $368K |
| Walleye Capital LLC | 0.00% | Reduce -21.0% | 50,461 | $360K |
| Teton Advisors, Inc. | 0.16% | No change | 50,000 | $357K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.8% | 48,663 | $347K |
| Choreo, LLC | 0.01% | Reduce -0.1% | 49,777 | $341K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 47,424 | $338K |
| Amalgamated Bank | 0.00% | Reduce -0.8% | 46,916 | $335K |
| Wolverine Trading, LLC | 0.01% | New | 46,846 | $333K |
| Arizona State Retirement System | 0.00% | Add +3.6% | 46,356 | $331K |
| New York State Common Retirement Fund | 0.00% | Reduce -24.8% | 45,880 | $327K |
| Cetera Investment Advisers | 0.00% | Reduce -29.7% | 45,869 | $327K |
| Bailard, Inc. | 0.01% | New | 45,800 | $327K |
| TrueMark Investments, LLC | 0.10% | New | 44,467 | $317K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.7% | 38,537 | $275K |
| American Century Companies Inc. | 0.00% | Add +0.1% | 38,445 | $274K |
| Praxis Investment Management Inc. | 0.02% | No change | 38,260 | $273K |
| Pathstone Holdings, LLC | 0.00% | No change | 38,132 | $272K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +81.2% | 38,262 | $269K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -2.6% | 36,762 | $262K |
| Optimist Retirement Group LLC | 0.11% | New | 35,319 | $252K |
| Bank of Montreal | 0.00% | Add +133.2% | 34,297 | $244K |
| Cooper/Haims Advisors, LLC | 0.13% | Add +0.0% | 33,968 | $242K |
| ProShare Advisors LLC | 0.00% | Add +25.5% | 33,414 | $238K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.5% | 33,382 | $238K |
| Victory Capital Management Inc. | 0.00% | Reduce -22.3% | 32,554 | $232K |
| Raymond James & Associates | 0.00% | Add +80.5% | 32,482 | $232K |
| Cutter & CO Brokerage, Inc. | 0.05% | No change | 31,933 | $228K |
| AQR Capital Management | 0.00% | Add +66.2% | 31,742 | $226K |
| Centiva Capital, LP | 0.01% | New | 29,894 | $213K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,826 | $213K |
| Amundi | 0.00% | Add +17.5% | 30,465 | $208K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 27,608 | $197K |
| Crumly & Associates Inc. | 0.05% | Reduce -11.2% | 26,514 | $189K |
| Occudo Quantitative Strategies LP | 0.03% | Reduce -39.3% | 26,445 | $189K |
| WMS Partners, LLC | 0.01% | Add +0.3% | 26,299 | $188K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 26,089 | $186K |
| Corton Capital Inc. | 0.09% | New | 26,049 | $186K |
| SG Americas Securities, LLC | 0.00% | Reduce -45.4% | 24,919 | $178K |
| Gotham Asset Management | 0.00% | Add +21.3% | 24,953 | $178K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.3% | 24,765 | $177K |
| Miller Value Partners | 0.10% | Reduce -22.8% | 24,259 | $173K |
| Marex Group Ltd | 0.00% | New | 24,165 | $172K |
| Royal Bank of Canada | 0.00% | Add +47.8% | 24,190 | $172K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -8.2% | 23,489 | $167K |
| Investors Research Corp | 0.04% | No change | 22,557 | $161K |
| Scotia Capital Inc. | 0.00% | New | 21,336 | $152K |
| Spark Investment Management LLC | 0.86% | No change | 21,000 | $150K |
| Oxford Asset Management LLP | 0.12% | New | 20,290 | $145K |
| Fiducient Advisors LLC | 0.02% | New | 20,000 | $143K |
| Russell Investments Group, Ltd. | 0.00% | Add +6702.5% | 19,387 | $138K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.7% | 18,794 | $134K |
| First Citizens Bank & Trust Co. | 0.00% | Add +5.9% | 18,657 | $133K |
| Avantax Advisory Services, Inc. | 0.00% | New | 17,712 | $126K |
| Pictet Asset Management Holding SA | 0.00% | No change | 17,312 | $123K |
| James J. Burns & Company, LLC | 0.02% | New | 16,950 | $121K |
| PFG Investments, LLC | 0.01% | Reduce -28.2% | 16,495 | $118K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Add +101.3% | 16,340 | $117K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.1% | 16,122 | $115K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.8% | 15,940 | $114K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.2% | 15,725 | $112K |
| Fifth Third Bancorp | 0.00% | Reduce -6.2% | 15,611 | $111K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.7% | 15,131 | $108K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.2% | 15,104 | $108K |
| Carnegie Lake Advisors LLC | 0.04% | — | 14,975 | $107K |
| nVerses Capital, LLC | 0.05% | Add +59.6% | 15,000 | $107K |
| Meyer Handelman Co. | 0.00% | No change | 15,000 | $107K |
| Mariner, LLC | 0.00% | Reduce -2.7% | 14,810 | $106K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 14,592 | $104K |
| Fox Run Management, L.L.C. | 0.02% | New | 14,307 | $102K |
| Cerity Partners LLC | 0.00% | New | 13,933 | $99K |
| NorthRock Partners, LLC | 0.00% | Reduce -5.6% | 13,794 | $98K |
| Aigen Investment Management, LP | 0.02% | Reduce -67.7% | 12,497 | $89K |
| Truvestments Capital LLC | 0.02% | New | 12,000 | $86K |
| Mackenzie Financial Corp. | 0.00% | No change | 11,341 | $81K |
| Sei Investments Co. | 0.00% | New | 11,161 | $80K |
| Boothbay Fund Management, LLC | 0.00% | New | 10,899 | $78K |
| Evanson Asset Management, LLC | 0.01% | Add +0.8% | 10,853 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 10,723 | $76K |
| Syon Capital LLC | 0.01% | No change | 10,630 | $76K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,620 | $76K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 10,591 | $76K |
| Xponance LLC | 0.00% | Add +3.5% | 10,446 | $74K |
| Truist Financial Corp. | 0.00% | New | 10,242 | $73K |
| &partners | 0.00% | New | 10,119 | $72K |
| Equitable Holdings, Inc. | 0.00% | New | 10,110 | $72K |
| Gabelli Funds LLC | 0.00% | No change | 10,000 | $71K |
| Barrett & Company, Inc. | 0.03% | No change | 8,500 | $61K |
| Quarry LP | 0.02% | Add +889.2% | 8,319 | $59K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -16.8% | 8,046 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.8% | 7,650 | $55K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -40.4% | 6,800 | $48K |
| Acadian Asset Management LLC | 0.00% | New | 6,595 | $46K |
| Cwm, LLC | 0.00% | Add +7.6% | 5,880 | $42K |
| Versant Capital Management, Inc | 0.01% | No change | 3,998 | $29K |
| US Bancorp \de | 0.00% | Add +14.3% | 3,998 | $29K |
| Smithfield Trust Co | 0.00% | New | 3,200 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -27.1% | 2,578 | $18K |
| Huntington National Bank | 0.00% | No change | 2,222 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.8% | 2,205 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.3% | 2,064 | $15K |
| Bokf, NA | 0.00% | No change | 2,000 | $14K |
| GAMMA Investing LLC | 0.00% | Add +230.6% | 1,633 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 1,600 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 1,580 | $11K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,177 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 1,007 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 960 | $7K |
| Performa Ltd (US), LLC | 0.00% | Add +466.7% | 85 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 800 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.8% | 669 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 593 | $4K |
| Nisa Investment Advisors, LLC | 0.00% | Add +11.2% | 547 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -33.3% | 500 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 493 | $4K |
| Sterling Capital Management LLC | 0.00% | — | 453 | $3K |
| Centerpoint Advisors, LLC | 0.00% | No change | 451 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 415 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 411 | $3K |
| Providence Capital Advisors, LLC | 0.00% | No change | 408 | $3K |
| Financial Avengers, Inc. | 0.00% | Add +0.8% | 402 | $3K |
| UMB Bank, n.a. | 0.00% | Add +124.0% | 401 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 295 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 236 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.5% | 201 | $1K |
| Rothschild Investment LLC | 0.00% | Add +135.3% | 200 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 166 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 169 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 132 | $942 |
| Allworth Financial LP | 0.00% | Add +0.8% | 127 | $903 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 123 | $877 |
| Blue Trust, Inc. | 0.00% | New | 170 | $864 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 110 | $785 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 108 | $770 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 99 | $705 |
| CoreCap Advisors, LLC | 0.00% | New | 96 | $684 |
| Earned Wealth Advisors, LLC | 0.00% | New | 71 | $506 |
| Sound Income Strategies, LLC | 0.00% | No change | 53 | $378 |
| Larson Financial Group LLC | 0.00% | No change | 36 | $257 |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $250 |
| Farther Finance Advisors, LLC | 0.00% | No change | 33 | $235 |
| Mendota Financial Group, LLC | 0.00% | New | 15 | $107 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 10 | $71 |
| Clearstead Advisors, LLC | 0.00% | No change | 5 | $34 |
| Covestor Ltd | 0.00% | Reduce -41.3% | 71 | $0 |
"% of holder's portfolio" is PBI's weight in each manager's 13F, not the share of Pitney Bowes Inc. the manager owns.